Certification Process

Competence. Credibility. Confidence. The path to CFP® certification is a rigorous but rewarding process that gives you the knowledge and skills you need for a fulfilling career.

AFP®

ASSOCIATE FINANCIAL PLANNERTM

Module 1: Foundations in Financial Planning

AWPCM

ASSOCIATE WEALTH PLANNER

Module 1: Foundations in Financial Planning

Module 4: Investment Planning

Module 5: Retirement Planning

CFP®

CERTIFIED FINANCIAL PLANNERTM

Module 1: Foundations in Financial Planning

Module 2: Risk Management and Insurance Planning

Module 3: Tax Planning & Estate Planning

Module 4: Investment Planning

Module 5: Retirement Planning

Module 6: Financial Plan Construction and

Professional Responsibilities

CERTIFICATE

Congratulations! Now that you’ve passed the modules required for AFP®, AWPCM, or CFP® certification, it’s time to communicate your expertise and advance your career using your newly issued designation.

How to apply for your certification?

Please log-in to your FPAS account to apply. Upon successful application of your AFP®, AWPCM, or CFP® certification, FPAS will issue the physical certificate of your respective certification.

Collection of physical certificates

Hardcopy certificates will be issued upon request.

Please email to enquiry@fpas.org.sg to make an appointment at least 2 working days in advance. Collection will be available from Monday to Friday, except public holidays and eve of public holidays. Time slots available for collection are (10am-12pm) and (2pm-4pm) at our office.

Collection is strictly by appointment only. Please make sure to receive acknowlegement from FPAS for the collection before turning up for the appointment.

FPAS APPROVED EDUCATION PROVIDERS

The education providers listed below have registered a financial planning curriculum that satisfies the FPAS education requirement. FPAS does not endorse one program over another. Programs can also differ in their delivery methodologies with some having classroom-based instructions and others offering online courses.

Education providers oversee their respective administrations and charging policies. Should you have enquiries regarding education providers, you may contact FPAS.

Our education providers are approved to conduct the following programs:

1. ASSOCIATE FINANCIAL PLANNER™; or AFP®

2. ASSOCIATE WEALTH PLANNER, or AWPCM

3. CERTIFIED FINANCIAL PLANNER™ or CFP®

Following are the approved education providers:

CyberQuote Pte Ltd Financial Perspectives Pte Ltd Finerty Academy Pte Ltd TMC Academy Pte Ltd
#10-00, Level 10 Grand Building,
17 Phillip Street, Singapore 048695		 77 High Street #03-08
Singapore 179433		 International Plaza, 10 Anson Road, #16-12,
Singapore 079903		 Paya Lebar Campus, 805 Geylang Road,
Singapore 389683
6011 8922 8111 7890 9697 9201 8023 3870
support@cyberquote.com.sg enquiries@fp-edu.com contact@finerty.com.sg info@tmc.edu.sg
https://cyberquote.com www.fp-edu.com www.finerty.com.sg www.tmc.edu.sg

EXAMINATIONS SCHEDULE 2024

Click here to access the examination schedule for the Year 2024.

EXAMINATIONS FEES 2024

Module 1

$327

Module 2

$196.20

Module 3

$196.20

Module 4

$196.20

Module 5

$196.20

Module 6

$305.20

Note: Exam fees with 9% GST on and after 01 Jan 2024

EXAMINATIONS SCHEDULE 2025

Click here to access the examination schedule for the Year 2025.

ELIGIBILITY

GCE "A" Level Certificate or Diploma or minimum 3 years of relevant working experiences.

EXAMINATION FORMAT

1. Exams can be conducted through E-Assessment and written format.

2. Module 1 to Module 5 E-Assessment.

Please download and return a signed copy of the “Agreement on the Rules of Conduct” during E-Assessment.

3. Module 6 is a 3.5 hour written examination.

4. Exam Policies

5. The passing score is determined by proprietary formula and is not a fixed benchmark.

CFP MARK USAGE

As a CFP® practitioner, you've met a high standard of certification. To showcase your certification, FPAS encourages you to use the CFP Mark extensively. By doing so, you can get the word out, build your reputation, and set yourself apart from other financial planners. The marks should be used correctly to maintain the integrity of your CFP designation.

For more information on how to use CFP Marks in a proper manner, please refer to the

CFP Marks Use Guide.

Compliance with your organization's communications style guide and electronic media policies is also your responsibility. Please keep these in mind when setting up your profile.

Sample LinkedIn profile headlines.

  • CERTIFIED FINANCIAL PLANNER® professional. Simplifying complex financial matters to help clients.
  • CERTIFIED FINANCIAL PLANNER® professional, Tax Planning at ABC Financial Institution.
  • John Lee, CFP® | Tax Planning, ABC Financial Institution | 6123 4567

Sample Twitter profiles.

  • John Lee, CFP® @sampletwitteruser
    • CERTIFIED FINANCIAL PLANNER® professional. Simplifying complex financial matters to help clients.
  • John Lee, CFP® @sampletwitteruser
    • Financial Planner, Tax Planning at ABC Financial Institution.
  • John Lee, CFP® lives in Singapore and provides personalized financial planning for all stages of life.

Sample email signatures

  • John Lee, CFP®
    • Financial Planner
    • john.lee@examplefinancialorg.sg
    • Helping clients achieve their financial goals
  • John Lee
    • Certified Financial Planner® professional
    • john.lee@examplefinancialorg.sg
    • 6123 4567

Global excellence in financial planning